Cava Sales Concern; CoreWeave Drop; Webtoon Disney Deal
whatshot 5 snips
Aug 13, 2025
Cava Group faces challenges with a reduced sales outlook as diners cut back on spending. Meanwhile, Brinker International reports strong earnings and an optimistic forecast that surprises analysts. CoreWeave struggles with rising costs despite ambitious expansion in AI data centers, leading to mixed market reactions. Excitingly, Webtoon Entertainment soars after securing a deal with Disney, highlighting the dynamic shifts in both the food and entertainment sectors.
05:07
forum Ask episode
web_stories AI Snips
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
insights INSIGHT
Cava Sees Demand Cooling
Cava trimmed its sales outlook after a sharp Q2 slowdown as diners spent less on restaurant meals.
The company faces a tough year-over-year compare after a strong product-driven lift last year.
question_answer ANECDOTE
Refined Chipotle Comparison
Lisa compares Cava to Chipotle and recalls Cava's strong prior-year steak introduction that boosted checks.
She calls Cava a "refined Chipotle," describing the assembly-line Mediterranean ordering experience.
insights INSIGHT
Brinker Beats And Guides Higher
Brinker International beat Q4 expectations and issued an upbeat fiscal 2026 outlook that exceeded analyst consensus.
The stronger guidance helped shares rise as the Chili's turnaround appears to be sustaining momentum.
Get the Snipd Podcast app to discover more snips from this episode
On this episode of Stock Movers: - Cava Group (CAVA) is lower after trimmed its annual sales outlook after a sharp deceleration in the second quarter as diners spent less on restaurant meals. The fast-casual Mediterranean chain now says sales at established locations will expand 6% at most this year, while it previously forecast an increase of as much as 8%. - Brinker International (EAT) is higher after fourth-quarter earnings beat expectations with the Chili’s owner expecting that momentum to carry through in the next fiscal year, issuing an outlook eclipsing analyst predictions. The Dallas-based company sees fiscal 2026 adjusted earnings of $9.90 to $10.50 per share, above the $9.88 consensus projected. The company expects revenue of $5.6 billion to $5.7 billion, with the mid-point slightly higher than the $5.63 billion analysts anticipated. Shares briefly dipped in early premarket trading before turning positive. - CoreWeave (CRWV) shares are lower and continues its trend downward from after-market trading following a disappointing earnings outlook, reflecting margin pressures from a rapid AI datacenter expansion. The company expects third-quarter operating income of $160 million to $190 million and has seen costs surge, with a more than 20-fold jump in losses to $131 million for the June quarter. - Webtoon Entertainment (WBTN) soared in premarket trading on Wednesday after the company, which lets creators and users make and discover digital comics, announced a deal with Walt Disney to bring about 100 series to its English-language app. The firm also forecast revenue for the third quarter that beat the average analyst estimate.